PFIZER INC

CIK 0000078003 · Q1 2026

13F Equity AUM

$238.8M

+1.0% QoQ

Positions

0 QoQ

AUM Rank

#6,728

Top 54%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 79.8%Top 10: 96.2%Top 20: 100.0%

ORIC24.1%

ALLO20.9%

ARVN14.6%

CELC13.1%

ZURA7.0%

WVE5.0%

PYXS3.9%

CRBU3.5%

SPRO2.3%

BHVN1.8%

Others (8)3.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare99.7%

Other0.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 18Median: 2.04%Avg: 5.56%

0–0.5%

5(0.7%)

0.5–1%

2(1.5%)

1–3%

3(5.6%)

3–5%

3(12.3%)

5%+

5(79.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 14Unique: 4vs 20 funds

0.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

GEODE CAPITAL MANAGEMENT, LLC

0.4%

BlackRock, Inc.

0.3%

BANK OF AMERICA CORP /DE/

0.2%

STATE STREET CORP

0.2%

FMR LLC

0.3%

MORGAN STANLEY

0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.2%

JPMORGAN CHASE & CO

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New1Increased0Decreased5Exited1

New Positions

AGOMAB THERAPEUTICS …0.3%

+75K

Decreased

ORIC24.1%

-595,943(-11%)

QTTB0.3%

-176,159(-63%)

ZURA7.0%

-131,109(-4%)

CELC13.1%

-53,754(-15%)

NXTC0.6%

-4,292(-3%)

Exited

ANTX

-715,295

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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